In a world of constant headlines, how can investors separate signal from noise?
In this episode of Fixing Your Interest, Marc Seidner, PIMCO's CIO of Non-Traditional Strategies, joins Tina Adatia to discuss the forces shaping markets today, from geopolitical uncertainty and changing central bank dynamics to the outlook for growth and inflation. Together, they explore how investors can focus on the signals that matter and identify opportunities amid market volatility.
From This Episode
Marc Seidner shares how PIMCO approaches investing when markets are being driven by a relentless stream of economic data, policy developments and geopolitical headlines. He explains why volatility can create opportunity for active investors and outlines the framework he uses to distinguish durable trends from short-term market narratives.
The conversation also covers the outlook for duration, the role of bonds as portfolio diversifiers, opportunities in emerging markets, and why Marc believes investors may need to look beyond traditional credit markets in search of value.
Key topics include:
· How investors can separate signal from noise in today's markets
· The outlook for growth, inflation and global fixed income
· What geopolitical developments mean for investors
· How changing Fed communication may create opportunities for active investors
· Why market volatility can create attractive investment opportunities
· The case for duration and the potential role of bonds as portfolio diversifiers
· Why emerging markets are becoming an increasingly attractive source of real yield
· Where Marc Seidner sees value across government bonds, securitised assets and other areas of fixed income
· Why investors may need to look beyond traditional credit markets for opportunities
· How active management can help investors navigate a wider range of potential market outcomes
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